JB
CFP
JB
CFP
John Barnes
18 Years of Experience
Greenwood Village, CO
2 Disclosures
John Barnes is a CFP-designated registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2018Denied
Financial
November 2017Final
Employment History
Current Registrations
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Personal Capital Advisors Corporation
March 2017 - April 2023 · 6 yrs 1 mo
Strategic Advisers, INC.
July 2012 - June 2016 · 3 yrs 11 mos
Fidelity Brokerage Services LLCBroker
June 2012 - June 2016 · 4 yrs
Chase Investment Services CORP.Broker
December 2011 - May 2012 · 5 mos
Chase Investment Services CORP.
December 2011 - May 2012 · 5 mos
USAA Financial Advisors, INC.Broker
February 2008 - November 2011 · 3 yrs 9 mos
USAA Financial Planning Services
February 2008 - November 2011 · 3 yrs 9 mos
UBS Financial Services INC.
February 2007 - January 2008 · 11 mos
UBS Financial Services INC.Broker
January 2007 - January 2008 · 1 yr
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.